Osaic announced that Signature Private Wealth Management has joined its network of independent advisors.
Signature Private Wealth Management is joining Osaic from Wells Fargo Advisors Financial Network. The Waterloo, Iowa-based firm is led by Robert “Bob” Mundell and oversees more than $300 million in client assets.
Signature Private Wealth Management is a family-led advisory team that includes financial advisors Bob Mundell, Isaiah Mundell, Erica Johnson, and Tyler Johnson, along with Operations Manager Jocelyn Green.
The team focuses on delivering a client experience rooted in integrity, professionalism, and a detailed understanding of each client’s financial goals.
Signature Private Wealth Management evaluated multiple firms before selecting Osaic. The team cited Osaic’s open-architecture platform, flexibility, advisor community, and long-term succession planning resources as key factors in the decision.
The move reflects Signature Private Wealth Management’s goal of maintaining control over how it serves clients while gaining access to the scale, tools, and support of one of the nation’s largest wealth management platforms.
Osaic said its platform is designed to help independent advisors grow, improve efficiency, and spend more time serving clients. With access to Osaic’s business resources and advisor-focused community, Signature Private Wealth Management is positioned to continue delivering personalized guidance while advancing its long-term vision.
Osaic is a portfolio company of Reverence Capital Partners and supports more than 10,000 financial professionals.
KEY QUOTES:
“We’re proud to welcome Bob and the Signature team to Osaic. As a family business focused on long-term client relationships, Signature represents the kind of entrepreneurial, values-driven firm that thrives in our community. We look forward to supporting their continued growth and helping them build a lasting legacy for the next generation.”
John DiMonda, Co-Head of the Osaic Independent Channel
“Our clients are at the center of every decision we make. Choosing Osaic was about finding the right long-term home for our firm, our family and the families we serve. Osaic provides the open-architecture platform, flexibility and community we need to continue delivering a high-quality client experience while positioning our business for the next generation.”
Bob Mundell, Founder of Signature Private Wealth Management
